The Transatlantic Tax & Estate Planning Forum - 3rd Annual

Networking and Registration
9.00am

Chair's Opening Remarks
9.30am

Understanding the Implications of the Non-Dom Changes
9.40am

• What the changes to the rules mean for US / UK persons in practice 
• How the rule changes impact clients with different tax profiles 
• Do the changes mean the UK is a less desirable jurisdiction in which to be resident 
• The impact on inheritance, income and capital gains taxes and future changes 

Insights into Tax Controversies and Investigations
10.25am

• What the revenues are focusing on 
• Tax compliance and tactics for avoiding controversy 
• Compliance via amnesty programs 
• Updates on the double tax treaty 

Networking and Refreshment Break
11.10am

Examining Trust Considerations and Practicalities
11.30am

• Drafting US trusts with UK resident beneficiaries 
• The use of foreign trusts with US beneficiaries 
• Planning and preparation for April 2025 

Discussing Updates on Estate Planning
12.15pm

• Cross-border planning updates 
• How the rule changes impact US-based clients 
• Practicalities for probate and surrounding issues 

Networking and Lunch Break
1.00pm

Addressing Factors Surrounding Immigration and Expatriation
2.00pm

• Tax considerations when planning for transatlantic migration 
• Practicalities when families are moving 
• What to know when navigating the expatriation process 

Navigating US/UK Philanthropy and Gifting Opportunities 
2.45pm

• Planning opportunities dual-qualified giving enables 
• Planning pre and post changes to the Non-Dom regime 
• Technicalities and efficiencies of giving and gifting 

Networking and Refreshment Break
3.30pm

Understanding Divorce and Family Matters and their Impact on Transatlantic Tax
3.50pm

• General family law trends 
• The impact of surrogacy, adoption and same-sex marriage on estate planning and management 
•  How pre and post-nuptial agreements work either side of the Atlantic 

Election Forecasting - What Can We Expect and How Can We Prepare
4.35pm

• Planning for each possible outcome both US and UK elections 
• Post-election policies likely to be implemented 

Chairperson's Summation & Close of Conference
5.20pm